Everything a banker or VC expects to see. Nothing generic.
Bottom-Up TAM/SAM/SOM
Not "the market is worth $10 billion." We calculate: target customers × average spend × realistic capture rate. The kind of market sizing that survives a banker's follow-up questions.
3-Year Financial Projections
Conservative Year 1, realistic Year 2, optimistic Year 3 — each with stated assumptions. Revenue, COGS, gross profit, operating expenses, and net income. Formatted for SBA Schedule of Liabilities.
Competitive Matrix
For every competitor you name: strengths, weaknesses, and specifically where you win. Includes your moat — switching costs, network effects, proprietary tech, or cost advantage.
Funding Request Section
Formatted for your specific ask — SBA 7(a) loan, angel round, or VC seed. Exact amount, use of funds breakdown, and expected milestones. Unambiguous and specific.
Executive Summary That Hooks
The first paragraph investors read. Ours leads with the problem, the market size, and why your team wins — not boilerplate. Written to pass the 30-second desk-reject test.
Risk Analysis Investors Trust
Top 5 risks with likelihood, impact, and specific mitigation. Investors trust founders who acknowledge real risks more than those who pretend risks don't exist.
One plan. One payment. Save $4,800+ vs. a business plan consultant.
Starter
Executive summary, market sizing, and financial projections — the three sections every lender reviews first.
- Executive summary (investor hook)
- Bottom-up TAM/SAM/SOM analysis
- 3-year financial projections with assumptions
Complete Business Plan
Full investor-ready business plan: executive summary, market analysis, competitive landscape, financial projections, and funding request. One payment — yours forever.
- Executive summary (investor hook)
- Bottom-up TAM/SAM/SOM analysis
- 3-year financial projections with assumptions
- Competitive matrix + moat analysis
- Go-to-market strategy with CAC/LTV
- Operations plan
- Funding request (SBA, VC, or angel format)
- Risk analysis with mitigations
- Full plan as copy-paste document